GleanMark

WEALTHMANAGER360 Trademark

WEALTHMANAGER360 is a USPTO trademark filed by Commonwealth Equity Services , LLP. Status: Abandoned.

Trademark Facts

MarkWEALTHMANAGER360
Serial Number78945217
StatusAbandoned
Filing Date2006-08-04
Mark TypeWord
Nice Classes036 (Financial Services), 042 (Software & IT)
OwnerCommonwealth Equity Services , LLP
Attorney of RecordLouis J. Franco
Prosecution Events29
Latest EventABN6 on 2010-07-19

Goods & Services

Class 036: Providing a limited-access on-line database in the field of finance for use by financial account representatives, accountants, lawyers, and other authorized persons with a fiduciary duty to a common client and from which, to which, and through which such authorized persons can download, upload view and/or annotate documents related to a common client's asset holdings, liabilities, financial positions, monetary and securities accounts, estate plans, insurance policies, tax-related documents, financial plans and trust documents; Class 042: Providing, on a limited and secure basis to authorized third parties, temporary use of non-downloadable computer software for uploading, downloading, viewing and/or annotating documents relating to a common client's financial positions, monetary and security accounts, estate plans, asset holdings, insurance policies, tax related documents, financial plans and trust documents

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